We're happy to announce Income Lab's new TECH PREVIEW features, enhanced support resources, and preretirement planning module. See below for more details:
✨ NEW TECH PREVIEW: AI Plan Builder and AI Interviewer!
AI Plan Builder - The fastest way to turn notes, documents, and meeting transcripts into plans, with no data entry! View Tutorial
AI Interviewer - Not a form to fill out, but a frictionless, secure, focused AI conversation that empowers clients and prospects to share what matters most. View Tutorial
✨ New Support Resources:
AI Assistant - it’s in-app expertise that’s always on and always ready to help. View Tutorial
Live Support - In-app support from our team.
BETA: Preretirement Module within Decision Lab View Tutorial
Read more about these changes:
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